![]() | |||
|
Independent Financial Advisor in Glasgow, LanarkshireDM Financial Solutions - Investment and Retirement Specialist Address: 6 Leesland, Uddingston, Glasgow, Lanarkshire, G71 6TW Telephone: 01698 815006 Fax: 01698 816711 E-mail: info@face2faceadvice.co.uk Contact: David Mulholland APFS, CeMAP (Chartered Financial Planner) General Information As a family run firm of Independent Financial Advisors (IFA), DM Financial Solutions - Investment and Retirement Specialist provide home visits throughout Glasgow, Lanarkshire and Central Scotland. Our services extend to financial and mortgage advice in the following areas:
DM Financial Solutions - Investment and Retirement Specialist are also a Chartered firm of financial planners. Only a small percentage of firms in the UK have achieved this status. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. Telephone: 01698 815006 Feel free to CONTACT US with initial enquiries. DM Financial Solutions - Investment and Retirement Specialist will be able to give an idea of how we can help and possible costs involved. Much of our income is generated by commission from lenders and product providers such as insurance companies and investment houses. In addition to this, our overall remuneration is supported by fees. Our clients are ordinary everyday people and our services not reserved for the wealthy. As financial advisors and mortgage brokers we are independent and therefore can search the market for you. We work on your behalf. DM Financial Solutions - Investment and Retirement Specialist pride ourselves in giving our clients a first class service and financial and mortgage advice they can trust. Our CUSTOMER COMMENTS speak for themselves. DM Financial Solutions - Investment and Retirement Specialist are a family run business and believe clients want a more personal approach when planning their future. Based in Uddingston, Lanarkshire, Glasgow, DM Financial Solutions - Investment and Retirement Specialist are able to provide consultations in the comfort of your home. With over 17 years experience in Financial Services, DM Financial Solutions - Investment and Retirement Specialist can provide a flexible, comprehensive and professional service. DM Financial Solutions - Investment and Retirement Specialist pride ourselves in giving unbiased honest advice. You can have confidence in the knowledge and guidance DM Financial Solutions - Investment and Retirement Specialist can offer. Our principal Mr David Mulholland has recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for individuals and firms of financial planners. It confirms that DM Financial Solutions - Investment and Retirement Specialist have satisfied rigorous qualification criteria and membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct. David has passed the Advanced Diploma in Financial Planning, including several papers in Pensions, Investments, Mortgages, Taxation and Inheritance Tax planning. DM Financial Solutions - Investment and Retirement Specialist are also members of the P.F.S(Personal Finance Society). David has also been awarded the 2004 Regional Trophy by the C.I.I (Chartered Insurance Institute) for outstanding results in his AFPC exams. Telephone: 01698 815006 Whether you are looking for advice in a specific area, or a full financial review, DM Financial Solutions - Investment and Retirement Specialist are in an excellent position to help you. Whatever your goals DM Financial Solutions - Investment and Retirement Specialist are happy to accommodate! Our specialist areas
Your property may be repossessed if you do not keep up repayments on your mortgage. For mortgages, DM Financial Solutions - Investment and Retirement Specialist charge a fee of 1% of the loan amount. Any commission DM Financial Solutions - Investment and Retirement Specialist receive from the lender will be returned to you or used to offset a proportion of our fee. What to do next? DM Financial Solutions - Investment and Retirement Specialist believe there is no substitute for the provision of financial advice on a 'face to face' basis, especially when dealing with complex issues and would invite you to contact DM Financial Solutions - Investment and Retirement Specialist to arrange a convenient appointment. Using technology DM Financial Solutions - Investment and Retirement Specialist can provide advice throughout the UK however the majority of our clients reside throughout the following areas:
|
||||||||||||||||